Southern Farm Bureau Life Insurance
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Southern Farm Bureau Life Insurance reported 15 stock positions worth $636.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 14.4%) and Vaneck Morningstar Wide Moat (MOAT, 12.9%). Compared with Q2 2024, it sold out of 2. The biggest sale was an exit from Sim St Treas Fut Strat ETF (TUA).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001831944
- Portfolio Value
- $636.4M (Q3 2024)
- SEC Filing
- 0001831944-24-000007 ↗ filed Oct 18, 2024
Holdings Value
Holdings 15 stocks · $636.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 18.65% | 206,768 | $118.7M | No change |
| VOO Vanguard S&P 500 ETF | 14.36% | 173,225 | $91.4M | No change |
| MOAT Vaneck Morningstar Wide Moat | 12.88% | 845,027 | $81.9M | No change |
| RSP Invesco S&P 500 Equal Weight | 9.25% | 328,428 | $58.9M | No change |
| IEMG iShares Core MSCI Emerging | 7.15% | 790,499 | $45.5M | No change |
| IEFA iShares Core MSCI Eafe ETF | 6.82% | 556,709 | $43.4M | No change |
| VCIT Vanguard Int-Term Corporate | 6.42% | 487,736 | $40.8M | No change |
| ANGL Vaneck Fallen Angel High YLD | 5.68% | 1,231,447 | $36.2M | No change |
| FEZ State Street SPDR Euro Stoxx | 5.13% | 613,480 | $32.7M | No change |
| VYM Vanguard High DVD Yield ETF | 4.03% | 200,033 | $25.6M | No change |
| BBJP JPMorgan Betabuilders Japan | 3.59% | 384,185 | $22.9M | No change |
| JIRE JPMorgan Int Res Enh Eqty | 2.55% | 245,980 | $16.2M | No change |
| MOTI Vaneck Mstar Int Moat ETF | 1.74% | 314,273 | $11.0M | No change |
| RF Regions Financial Corp. | 1.02% | 279,090 | $6.5M | No change |
| AMLP Alerian MLP ETF | 0.72% | 97,825 | $4.6M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.0B | IEMG, VOO, SPY, MOAT, ANGL |
| Q1 2026 | 15 | $947.2M | VOO, IEMG, MOAT, SPY, ANGL |
| Q4 2025 | 16 | $968.4M | VOO, IEMG, MOAT, SPY, ANGL |
| Q3 2025 | 16 | $847.9M | VOO, IEMG, SPY, MOAT, TUA |
| Q2 2025 | 16 | $782.2M | VOO, IEMG, SPY, MOAT, TUA |
| Q1 2025 | 16 | $681.2M | VOO, SPY, MOAT, TUA, RSP |
| Q4 2024 | 16 | $703.9M | SPY, VOO, MOAT, TUA, RSP |
| Q3 2024 | 15 | $636.4M | SPY, VOO, MOAT, RSP, IEMG |
| Q2 2024 | 17 | $608.6M | SPY, VOO, MOAT, RSP, IEMG |
| Q1 2024 | 15 | $604.4M | SPY, VOO, MOAT, IEFA, RSP |